Jump to content

Client Onboarding

First Impressions Count

Streamline client onboarding with GoCampo, setting the tone for a productive, hassle-free professional relationship right from the start.

Onboarding module

How it works

Steps1 turquoise

Invite your client

You’re clients get access to a secure client onboarding portal. Message, set client and internal tasks and track progress.

Steps2 turquoise

Build your onboarding journey

Request the right information, set up your tasks, and get professional clearance details fast.

Steps3 turquoise

Standardise and repeat

Your onboarding procedures have an audit trail, offering a seamless digital experience you can repeat.

Try it out for yourself

  • Client Onboarding
  • Client Portal
  • Document Storage
  • Payroll Management
Book your demo
CRM for accountants Company profile 2

Make onboarding easy

You've just won a new client. Instead of countless emails back and forth GoCampo offers a digital onboarding journey. Enable it in a few clicks.

Onboarding V2 1

Customise onboarding for each client

Ask the right client questions to fit the unique needs of your onboarding process. Ensure you get all the necessary information right from the start.

Other Features You Might Like

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

Book your demo